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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,722 | $78,690+161.4% | $161,489+27.4% | $87,485+135.2% |
| Participation rate | 89.7% | 67.5%+22.2pp | 78.7%+11.0pp | 68.9%+20.7pp |
| Annual return | 13.25% | 32.74%-19.5pp | 89.72%-76.5pp | 26.06%-12.8pp |
| Employer contribution / active EE | $4,657 | $2,588+79.9% | $4,268+9.1% | $2,596+79.4% |
| Participant deferral / active EE | $5,561 | $3,311+68.0% | $5,630-1.2% | $4,274+30.1% |
| Admin fee / account holder | $27,304 | $6,724+306.1% | $16,006+70.6% | $7,775+251.2% |